How to Maximize Social Security & All The Complexities Live Online The main objective of this course is to educate you on the many facets of Social Security in order to guide you to and through a successful retirement. By attending this educational event, you will learn the following (and much more): The complexities of the Social Security system and why it's crucial to make the right claiming decisions The role Social Security can play in your overall retirement income The benefits and consequences of claiming early versus delaying Key spousal decisions and benefits surrounding major life events Potential tax liabilities from Social Security in retirement There is no fee for this workshop, preregistration is required (to receive Zoom link & information).

Learn the Principles of Retirement Planning Live Online The main objective of this course is to educate you on the potential risks and principles that can guide you to and through a successful retirement. By attending this educational event, you will learn the following (and much more): Discover how taxes can impact your retirement and what you can do to navigate Understand how to help protect income in retirement Identify 5 risks retirees will face Potential strategies to cover long-term care costs without expensive annual premiums Implement actions steps towards a successful retirement There is no fee for this workshop, preregistration is required (to receive Zoom link & information).